Revisor Wealth Management LLC Q2 2025 Filing
Filed July 15, 2025
Portfolio Value
$277.3B
Holdings
271
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (271 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHZSCHWAB STRATEGIC TR | 668,043 | $15.4B | 5.56% | |
| 2 | AAPLAPPLE INC | 53,872 | $11.4B | 4.13% | |
| 3 | VIGIVANGUARD WHITEHALL FDS | 116,462 | $10.4B | 3.76% | |
| 4 | VCITVANGUARD SCOTTSDALE FDS | 124,265 | $10.2B | 3.69% | |
| 5 | MSFTMICROSOFT CORP | 19,538 | $9.8B | 3.53% | |
| 6 | VCLTVANGUARD SCOTTSDALE FDS | 119,517 | $9.0B | 3.24% | |
| 7 | DVYEISHARES INC | 254,778 | $7.4B | 2.66% | |
| 8 | SPEMSPDR INDEX SHS FDS | 159,530 | $6.8B | 2.47% | |
| 9 | CRMSALESFORCE INC | 25,230 | $6.7B | 2.40% | |
| 10 | MCDMCDONALDS CORP | 17,828 | $5.3B | 1.92% | |
| 11 | SPSBSPDR SERIES TRUST | 152,946 | $4.6B | 1.66% | |
| 12 | CINFCINCINNATI FINL CORP | 27,639 | $4.1B | 1.48% | |
| 13 | NVDANVIDIA CORPORATION | 24,540 | $4.0B | 1.45% | |
| 14 | BILSPDR SERIES TRUST | 35,956 | $3.3B | 1.19% | |
| 15 | SCHGSCHWAB STRATEGIC TR | 101,925 | $3.0B | 1.08% | |
| 16 | IGIBISHARES TR | 56,007 | $3.0B | 1.07% | |
| 17 | SCHPSCHWAB STRATEGIC TR | 106,883 | $2.8B | 1.02% | |
| 18 | SHWSHERWIN WILLIAMS CO | 7,977 | $2.8B | 1.01% | |
| 19 | AMZNAMAZON COM INC | 12,547 | $2.8B | 1.01% | |
| 20 | BIVVANGUARD BD INDEX FDS | 34,936 | $2.7B | 0.97% | |
| 21 | BIBLNORTHERN LTS FD TR IV | 63,701 | $2.7B | 0.96% | |
| 22 | RCLROYAL CARIBBEAN GROUP | 7,422 | $2.5B | 0.91% | |
| 23 | METAMETA PLATFORMS INC | 3,416 | $2.5B | 0.90% | |
| 24 | IAGGISHARES TR | 45,632 | $2.3B | 0.84% | |
| 25 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,708 | $2.3B | 0.81% | |
| 26 | TSLATESLA INC | 6,894 | $2.1B | 0.77% | |
| 27 | JPMJPMORGAN CHASE & CO. | 7,096 | $2.1B | 0.74% | |
| 28 | MGVVANGUARD WORLD FD | 13,449 | $1.8B | 0.64% | |
| 29 | GOOGLALPHABET INC | 9,931 | $1.8B | 0.64% | |
| 30 | WMTWALMART INC | 17,756 | $1.7B | 0.61% | |
| 31 | VWOVANGUARD INTL EQUITY INDEX F | 33,682 | $1.7B | 0.60% | |
| 32 | VBVANGUARD INDEX FDS | 6,781 | $1.7B | 0.60% | |
| 33 | EELVINVESCO EXCH TRADED FD TR II | 62,250 | $1.6B | 0.59% | |
| 34 | XOMEXXON MOBIL CORP | 13,439 | $1.5B | 0.56% | |
| 35 | VVISA INC | 4,106 | $1.5B | 0.53% | |
| 36 | VBKVANGUARD INDEX FDS | 5,133 | $1.5B | 0.52% | |
| 37 | 4I1PHILIP MORRIS INTL INC | 7,808 | $1.4B | 0.51% | |
| 38 | FBTCFIDELITY WISE ORIGIN BITCOIN | 14,193 | $1.4B | 0.51% | |
| 39 | SPYSPDR S&P 500 ETF TR | 2,230 | $1.4B | 0.50% | |
| 40 | DFPFLAHERTY & CRUMRINE DYNAMIC | 66,129 | $1.4B | 0.50% | |
| 41 | WFCWELLS FARGO CO NEW | 16,473 | $1.4B | 0.49% | |
| 42 | KOCOCA COLA CO | 17,964 | $1.3B | 0.45% | |
| 43 | VTIVANGUARD INDEX FDS | 4,042 | $1.2B | 0.45% | |
| 44 | VBRVANGUARD INDEX FDS | 6,088 | $1.2B | 0.45% | |
| 45 | MDTMEDTRONIC PLC | 13,432 | $1.2B | 0.43% | |
| 46 | NDQINVESCO QQQ TR | 2,046 | $1.1B | 0.41% | |
| 47 | AXPAMERICAN EXPRESS CO | 3,441 | $1.1B | 0.40% | |
| 48 | BDXBECTON DICKINSON & CO | 6,233 | $1.1B | 0.40% | |
| 49 | VTEBVANGUARD MUN BD FDS | 21,969 | $1.1B | 0.39% | |
| 50 | SPHYSPDR SERIES TRUST | 45,345 | $1.1B | 0.39% | |
| 51 | IVVISHARES TR | 1,675 | $1.1B | 0.38% | |
| 52 | HFXINEW YORK LIFE INVESTMENTS ET | 35,384 | $1.1B | 0.38% | |
| 53 | IBMINTERNATIONAL BUSINESS MACHS | 3,651 | $1.0B | 0.38% | |
| 54 | VOVANGUARD INDEX FDS | 3,527 | $1.0B | 0.36% | |
| 55 | PGPROCTER AND GAMBLE CO | 6,232 | $988.4M | 0.36% | |
| 56 | LOWLOWES COS INC | 4,297 | $979.3M | 0.35% | |
| 57 | CMCSACOMCAST CORP NEW | 27,382 | $978.8M | 0.35% | |
| 58 | APDAIR PRODS & CHEMS INC | 3,265 | $966.2M | 0.35% | |
| 59 | GOOGALPHABET INC | 5,392 | $963.5M | 0.35% | |
| 60 | VOOVANGUARD INDEX FDS | 1,669 | $960.1M | 0.35% | |
| 61 | IAUISHARES TR | 35,362 | $945.2M | 0.34% | |
| 62 | DFACDIMENSIONAL ETF TRUST | 25,699 | $940.8M | 0.34% | |
| 63 | ITWILLINOIS TOOL WKS INC | 3,592 | $940.7M | 0.34% | |
| 64 | GEGE AEROSPACE | 3,709 | $938.1M | 0.34% | |
| 65 | AVGOBROADCOM INC | 3,387 | $932.7M | 0.34% | |
| 66 | MOSMOSAIC CO NEW | 24,680 | $887.0M | 0.32% | |
| 67 | SYYSYSCO CORP | 11,367 | $886.0M | 0.32% | |
| 68 | ORCLORACLE CORP | 3,709 | $873.5M | 0.31% | |
| 69 | ENBENBRIDGE INC | 19,596 | $871.8M | 0.31% | |
| 70 | GDGENERAL DYNAMICS CORP | 2,864 | $871.5M | 0.31% | |
| 71 | ADPAUTOMATIC DATA PROCESSING IN | 2,826 | $864.1M | 0.31% | |
| 72 | GPCGENUINE PARTS CO | 6,778 | $853.5M | 0.31% | |
| 73 | DUKDUKE ENERGY CORP NEW | 7,161 | $846.2M | 0.31% | |
| 74 | JNJJOHNSON & JOHNSON | 5,316 | $838.8M | 0.30% | |
| 75 | JMIAJUMIA TECHNOLOGIES AG | 185,350 | $824.8M | 0.30% | |
| 76 | SCHXSCHWAB STRATEGIC TR | 33,113 | $820.5M | 0.30% | |
| 77 | ETRENTERGY CORP NEW | 9,469 | $777.6M | 0.28% | |
| 78 | CATCATERPILLAR INC | 1,911 | $776.5M | 0.28% | |
| 79 | MUNIPIMCO ETF TR | 14,860 | $762.2M | 0.27% | |
| 80 | ABBVABBVIE INC | 3,783 | $738.5M | 0.27% | |
| 81 | BKNGBOOKING HOLDINGS INC | 129 | $737.7M | 0.27% | |
| 82 | DTDWISDOMTREE TR | 8,887 | $720.0M | 0.26% | |
| 83 | SBUXSTARBUCKS CORP | 7,513 | $714.8M | 0.26% | |
| 84 | EMREMERSON ELEC CO | 5,078 | $710.2M | 0.26% | |
| 85 | PNRPENTAIR PLC | 6,497 | $695.8M | 0.25% | |
| 86 | BLKBLACKROCK INC | 630 | $695.6M | 0.25% | |
| 87 | PZAINVESCO EXCH TRADED FD TR II | 30,304 | $678.5M | 0.24% | |
| 88 | HWMHOWMET AEROSPACE INC | 3,750 | $669.5M | 0.24% | |
| 89 | DONSPDR DOW JONES INDL AVERAGE | 1,493 | $668.5M | 0.24% | |
| 90 | MAMASTERCARD INCORPORATED | 1,171 | $660.8M | 0.24% | |
| 91 | LAMRLAMAR ADVERTISING CO NEW | 5,252 | $658.1M | 0.24% | |
| 92 | CITCINTAS CORP | 3,031 | $655.3M | 0.24% | |
| 93 | JPSTJ P MORGAN EXCHANGE TRADED F | 12,757 | $644.5M | 0.23% | |
| 94 | CSCOCISCO SYS INC | 9,300 | $643.3M | 0.23% | |
| 95 | CAHCARDINAL HEALTH INC | 3,929 | $635.8M | 0.23% | |
| 96 | LINLINDE PLC | 1,351 | $635.1M | 0.23% | |
| 97 | GSKGSK PLC | 15,622 | $618.3M | 0.22% | |
| 98 | IBKRINTERACTIVE BROKERS GROUP IN | 10,475 | $617.2M | 0.22% | |
| 99 | VWOBVANGUARD WHITEHALL FDS | 9,419 | $612.4M | 0.22% | |
| 100 | TFCTRUIST FINL CORP | 13,459 | $612.4M | 0.22% |
Page 1 of 3Next